Brian Hartman is a CFP® with 26 years of industry experience, currently affiliated with OSAIC since 2025. He previously worked at Lincoln Financial Securities Corporation from 2016 to 2025. Outside of his financial advisory role, he is the owner of Ruby Financial Planning LLC, which offers disability insurance, annuities, long-term care insurance, and life insurance products. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm’s investment process incorporates model-based asset allocation, portfolio optimization, and offers various advisory services and third-party manager options.

Bradley Walker is a financial advisor with Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He worked previously at J.J.B. Hilliard, W.L. Lyons, Inc. for 18 years before joining Robert Baird in 2019. Walker serves as a board member for NOBO Inc., a startup medicinal cannabis holding and consulting company, where he provides organizational oversight and financial management guidance. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations using a combination of portfolio management strategies and financial planning services.

Philip Mccauley III is a financial advisor with Morgan Stanley in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Mccauley is an author focused on educational research and publishing and serves on the Trinity High School Foundation Board’s Investment Committee. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and research, with approximately $2.74 trillion in client assets under management.

Gabriel Fierros is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and nine years of industry experience. His prior roles include positions at JP Morgan Chase Bank and teaching engagements at Purdue University Global and Indiana University Southeast. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction based on fundamental research, quantitative analysis, and systematic methodologies.

Christopher Couch is a financial advisor at Edward Jones with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Bowman Thrasher is a financial advisor at Morgan Stanley with 12 years of industry experience and a Series 66 designation. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017, following two years at PNC Bank and PNC Investments. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning services supported by firm‑approved tools and investment analysis methodologies. The firm manages approximately $2.74 trillion in client assets and delivers its services through Financial Advisors and specialized planning groups.

Rada Halaseh is a financial advisor with Morgan Stanley, holding a Series 66 designation and 19 years of industry experience. She has worked with Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, and Merrill. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and extensive resources. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct relationships and corporate financial planning agreements.

Gail Tway is a CFP® with 17 years of industry experience currently with Robert Baird & Co., where she has worked since 2019. Her prior roles include positions at Hilliard Lyons, PNC Wealth Management, Atlas Brown, and J.J.B. Hilliard, W.L. Lyons, LLC. She also serves as a fiduciary co-trustee for her parents' trust. The DDK Group at Robert W. Baird & Co., where she practices, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations through a range of financial planning and portfolio management services. The firm offers both discretionary and non-discretionary management with a variety of account programs, utilizing internal research, artificial intelligence tools, and ongoing manager oversight.

Jesse Ryan is a financial advisor with Robert Baird & Co. in Louisville, KY, holding a Series 66 designation and seven years of industry experience. He has been with Robert Baird & Co. and Hilliard Lyons since 2019. Prior to his advisory career, he worked for Accounting Principals/Adecco for 12 years. Jesse is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and other institutional clients. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of investment strategies.

Adam Estes is a financial advisor with Robert W. Baird & Co. based in Louisville, KY, holding a Series 66 designation and over 25 years of industry experience. He has worked at Robert Baird since 2019 and has prior experience with JJB Hilliard WL Lyons LLC and PTS Electronics. Outside of his advisory work, Estes participates as a board member and passive owner of Upland Brewing Co., a retail brewery in Bloomington, IN. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations with a range of financial planning, portfolio management, and advisory services. The firm employs diversified SMA strategies, overlay management, tax-management, and uses internal research and tools, including artificial intelligence, in providing client advice.

Keith Norris is a financial advisor at Morgan Stanley in Louisville, KY, holding a Series 63 designation and with 29 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Jeffrey Roberts is a financial advisor with Robert W. Baird & Co. in Louisville, KY, holding a Series 63 credential and 44 years of industry experience. He worked at J.J.B. Hilliard, W.L. Lyons, Inc. for 37 years before joining Baird in 2019. Roberts serves as Finance Chair on the Louisville Orchestra’s Finance and Investment Committee and is an ex-officio member of its Endowment Fund. Robert W. Baird & Co.’s Private Wealth Management team, which includes the DDK Group, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, separately managed accounts, and brokerage services, incorporating manager-traded and model-traded strategies alongside tax-management and direct indexing.

Matthew Williams is a CFP® and Series 66-registered financial advisor with Edward Jones, based in Crestwood, KY. He has eight years of industry experience, including prior roles at KentuckyOne Health/Jewish Hospital & St. Mary's Foundation. Outside of his advisory work, he volunteered at the merchandise tent for the Ironman Louisville 70.3 race in August 2024. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and managed solutions. The firm is notable for its extensive network of financial advisors and branch offices, as well as its affiliated investment and trust services.

John Gordinier is a financial advisor at Robert Baird & Co. in Louisville, KY, holding Series 63 and Series 65 licenses with 33 years of industry experience. He previously worked for J.J.B. Hilliard, W.L. Lyons, Inc. for 26 years before joining Robert Baird in 2019. He also serves as a trustee for family trusts, performing investment-related trustee duties. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, with ongoing manager monitoring and the use of internal research and tools in client advice.

John Varga Jr. is a financial advisor at Robert Baird & Co. with one year of industry experience. He holds the Series 66 designation and previously worked at the University of Kentucky and Saint Xavier High School. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers financial planning, portfolio management, and customized investment strategies using both in-house and third-party managers.

Stephanie Hughes is a financial advisor with Morgan Stanley in Louisville, KY, holding Series 63 and Series 66 credentials and 26 years of industry experience. She has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs. The firm’s approach includes tailored financial planning supported by structured discovery conversations and firm-approved tools.

Antonio Palazzo is a financial advisor at Edward Jones with seven years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Edward Jones in 2018, he worked at Ruth's Chris Steak House and Bellarmine University from 2014 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including retirement plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Travis Drake is a financial advisor with Edward Jones in Henryville, IN. He holds a Series 66 designation and began his advisory career at Edward Jones in 2026. Prior to entering the financial industry, he worked in education with Silver Creek School Corporation and West Clark Community Schools for a combined total of 15 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and managed solutions, supported by a large national network of financial advisors and branch offices.

Patrick Fleming is a financial advisor with Edward Jones in Jeffersonville, IN, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Fleming is also involved in a separate business as a landlord through JNC Fleming LLC. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors. The firm manages over $1 trillion in assets with a large network of advisors and branch offices, offering a range of advisory programs, tax-efficient services, and affiliated investment products.

Kurt Kraft Jr. is a financial advisor with Morgan Stanley in Louisville, KY, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets from 2000 to 2009. Outside of his advisory role, he serves on the finance committee of Saint Mary's of the Annunciation Catholic Parish. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions, including customized financial planning supported by firm-approved tools and processes.